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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,784 | $77,707-75.8% | $70,160-73.2% | $139,466-86.5% |
| Participation rate | 80.0% | 83.1%-3.1pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 23.54% | 19.30%+4.2pp | 19.08%+4.5pp | 373.66%-350.1pp |
| Employer contribution / active EE | $3,057 | $4,986-38.7% | $4,285-28.7% | $4,754-35.7% |
| Participant deferral / active EE | $5,263 | $6,443-18.3% | $5,394-2.4% | $6,712-21.6% |
| Admin fee / account holder | $1,314 | $5,397-75.6% | $4,582-71.3% | $11,409-88.5% |